Principal Financial Group issues $400M of 5.300% Senior Notes due 2037

PRINCIPAL FINANCIAL GROUP INC

Issued $400M aggregate principal amount of 5.300% Senior Notes maturing 2037.
Notes fully and unconditionally guaranteed by Principal Financial Services, Inc.
Underwriting agreement with BofA Securities, Goldman Sachs & Co. LLC, and J.P. Morgan.
Issued under shelf registration; closing occurred on June 1, 2026.
Use of proceeds not specified in filing; typical general corporate purposes.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

PRINCIPAL FINANCIAL GROUP INC entered into Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. valued at $400,000,000 (effective 2026-06-01).

Action: entry
Agreement: notes offering
Counterparty: The Bank of New York Mellon Trust Company, N.A.
Value: $400,000,000
Effective: 2026-06-01

Exact text from the filing

On June 1, 2026, Principal Financial Group, Inc. (the “Company”) issued $400,000,000 aggregate principal amount of its 5.300% Senior Notes due 2037 (the “Notes”). The Notes were issued pursuant to the Senior Indenture, dated as of May 21, 2009 (the “Senior Indenture”), among the Company, as issuer, Principal Financial Services, Inc. (“PFSI”), as guarantor, and The Bank of New York Mellon Trust Company, N.A., as trustee, as supplemented by the Eighteenth Supplemental Indenture, dated as of June 1, 2026 (the “Supplemental Indenture”).

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PRINCIPAL FINANCIAL GROUP INC filing history →

Source: SEC EDGAR

accession 0001104659-26-068908

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